Q2 2021 13F Holders as of 30 Jun 2021
-
Type / Class
-
Equity / VEST GOLD STRTGY
-
Number of holders
-
8
-
Total 13F shares, excl. options
-
201,758
-
Shares change
-
+187,906
-
Total reported value, excl. options
-
$3,901,560
-
Value change
-
+$3,633,439
-
Number of buys
-
5
-
Number of sells
-
-1
-
Price
-
$19.34
Significant Holders of FIRST TR EXCHANGE-TRADED FD - VEST GOLD STRTGY (BGLD) as of Q2 2021
9 filings reported holding BGLD - FIRST TR EXCHANGE-TRADED FD - VEST GOLD STRTGY as of Q2 2021.
FIRST TR EXCHANGE-TRADED FD - VEST GOLD STRTGY (BGLD) has 8 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 201,758 shares
.
Largest 9 shareholders include Patriot Financial Group Insurance Agency, LLC (128,598 shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (39,870 shares), OSAIC HOLDINGS, INC. (16,744 shares), HARBOUR INVESTMENTS, INC. (5,442 shares), Archer Investment Corp (5,254 shares), MACROVIEW INVESTMENT MANAGEMENT LLC (4,900 shares), IFP Advisors, Inc (750 shares), CONCOURSE FINANCIAL GROUP SECURITIES, INC. (200 shares), and Sowell Financial Services LLC (0 shares).
This table shows the top 8 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.